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The Bull Case for Netflix’s (NFLX) New Growth Engine
Insider Monkey17d agoneutral
The Bull Case for Netflix’s (NFLX) New Growth Engine

Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”. The letter can be downloaded here. The Multi Cap Equity Fund’s Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index’s 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East […]

Investing.com17d agoneutral
JPMorgan Fed scenario analysis: 5 paths for the S&P 500 today

Investing.com -- A clean 25 basis point hike with no forward guidance is the equity market’s best-case outcome from the Federal Reserve’s policy decision today, according to JPMorgan’s scenario analysis — but a signal that rates must go "materially higher" could end the current bull market. JPMorgan laid out five distinct Fed decision paths and their projected impact on the S&P 500, ranging from a 2.0% decline to a 1.0% gain. The outcomes depend heavily on both the mechanical rate action and the

HIVE subsidiary BUZZ HPC strikes AI infrastructure deal with ProCogia
Proactive17d agoneutral
HIVE subsidiary BUZZ HPC strikes AI infrastructure deal with ProCogia

HIVE Digital Technologies Ltd (TSX:HIVE, NASDAQ:HIVE, FRA:YO0, BVC:HIVECO) subsidiary BUZZ High Performance Computing Inc. has entered a strategic partnership with Vancouver-based applied-AI and data engineering company ProCogia, the companies said Wednesday. Under the agreement, ProCogia...

BWX Technologies (BWXT) Lands Key Y 12 Nuclear Design Role
Simply Wall St.17d agoneutral
BWX Technologies (BWXT) Lands Key Y 12 Nuclear Design Role

BWX Technologies (NYSE:BWXT) received a competitive contract from the U.S. Department of Energy’s NNSA for conceptual design work. The project covers a new Lithium Processing Facility module at the Y-12 National Security Complex in Oak Ridge, Tennessee. The award reinforces BWX Technologies’ role in U.S. nuclear infrastructure projects and may position it for later project phases. The new Lithium Processing Facility module contract at Y-12 is only one part of the BWX Technologies story. Take...

SK Hynix (NasdaqGS:SKHY) Becomes A Core Holding In A New Korea Chip ETF
Simply Wall St.17d agoneutral
SK Hynix (NasdaqGS:SKHY) Becomes A Core Holding In A New Korea Chip ETF

SK hynix (NasdaqGS:SKHY) has become a key holding in the newly launched KICK Korea Semiconductor Index ETF focused on Korean chipmakers. The ETF tracks a Korea semiconductor benchmark that is heavily weighted toward SK hynix alongside Samsung Electronics as core constituents. Launched in 2026, the KICK Korea Semiconductor Index ETF is intended to give global investors targeted exposure to Korea's chip sector. The KICK Korea Semiconductor Index ETF launch with SK hynix as a core component is...

Sempra (SRE) Stock May Be About Right After Fresh LNG Deal
Simply Wall St.17d agoneutral
Sempra (SRE) Stock May Be About Right After Fresh LNG Deal

Sempra has delivered a solid 45.6% gain over the past 5 years, yet its recent share pullback and new long-term projects put fresh focus on what investors are really paying for its earnings today. With the stock around US$81.20 at the last close, the key issue is how that price lines up with the cash the utility business is actually generating. A 45.6% return over 5 years has rewarded long term holders. This raises the question of whether current earnings are carrying most of that performance...

Rate Hike Shock: Can the S&P Hold?
Trefis17d agoneutral
Rate Hike Shock: Can the S&P Hold?

The S&P 500 faces a critical test today as investors brace for what is shaping up to be the most consequential Federal Open Market Committee (FOMC) meeting of the year.